Skip to content
← General

I suggest you ...

General

Categories

(thinking…)

Client Portal Account Credit

I love that clients can see their available vouchers on the client portal as well as what their membership perks are. I would like them to also be able to see their account credit balance on the portal.

59 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Phoebe Breed shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • JT Sanabrais commented  ·   ·  Report

    This was a feature in our last solution and we have a lot of clients calling us notifying us that they are upset they cant see this as it helps them plan around treatments and treatment timing.

  • Aleshia Regan commented  ·   ·  Report

    We continuously hear from our patients that they would like to see this feature! It's been very frustrating to not have this as an added feature on the patient portal since they have funds here to use, and never know how much is there without asking.

  • Adriane Jahnke commented  ·   ·  Report

    Clients should be able to view their account balance accrued on their client portal and be able to use funds to book services. We are wanting to do a membership where they put in money each month but there is no point doing it if the clients can't check their account balance to see how much money they have. This really needs to be taken care of ASAP for any med spa to have a money market type membership, which many of our clients desire.

  • Brooklyn Lee commented  ·   ·  Report

    Clients and patients should have the ability to view their account credits directly in their Boulevard account. For example, if a client earns a $50 referral credit or a $50 credit for writing a review, this should be clearly reflected in their account with the credit amount and what is was from. This visibility ensures they are aware of the credits available for use and can plan their transactions accordingly.

  • Adriane Jahnke commented  ·   ·  Report

    Account credits need to be reflected in online checkout for clients to apply towards purchases and see what they have on file.

  • Margaret Haley commented  ·   ·  Report

    CRITICAL. Some clients have thousands of dollars accumulated. If they can see pre-paid vouchers, they should be able to see accumulated beauty bank funds as well.

  • Montana Blackley commented  ·   ·  Report

    We have a beauty bank membership, and our clients are used to being able to view the amount of money they have accrued in their account, and currently they are only able to view vouchers.

    I would love the account credits to be added to the client profile by the vouchers so clients feel they have more autonomy over their money.

  • Leanne Bata commented  ·   ·  Report

    We have multiple patients that request to find out what their current account balance is in their Client Portal. Should be easy enough to add since vouchers & payment methods were added recently. Would save time and man power from patients calling/emailing in for this.